For the past four quarters, margins of cement firms have been largely impacted by high raw material costs. But in the year-to-date (YTD) period in 2023, pet coke and thermal coal prices have fallen close to 40%. This should provide relief to cement firms and elevate their margins.
ETMarkets PMS Talk: Navigating global volatility – How Wave Asset’s tactical hedging paid off in February 2025
We broadly pick the top 20 companies from each of these five sectors: industrials, financials, exports, consumer staples, and consumer discretionary. When selecting them, we
March 20, 2025